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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,880 | $89,367-34.1% | $141,191-58.3% | $72,975-19.3% |
| Participation rate | 83.9% | 75.1%+8.7pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 20.01% | 111.87%-91.9pp | 71.41%-51.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $2,029 | $3,115-34.9% | $4,736-57.2% | $2,440-16.9% |
| Participant deferral / active EE | $4,623 | $5,419-14.7% | $6,710-31.1% | $3,608+28.1% |
| Admin fee / account holder | $5,834 | $5,957-2.1% | $10,264-43.2% | $5,124+13.9% |